What is the Plan-Do-Check-Act (PDCA) Cycle?
Variations: plan-do-study-act (PDSA) cycle, Deming cycle, Shewhart cycle. Understand the evolution of these variations.
The Plan-do-check-act cycle (Figure 1) is a four-step model for carrying out change. Just as a circle has no end, the PDCA cycle should be repeated again and again for continuous improvement. The PDCA cycle is considered a project planning tool.
Figure 1: Plan-do-check-act cycle
Use the PDCA cycle when:
- Starting a new improvement project
- Developing a new or improved design of a process, product, or service
- Defining a repetitive work process
- Planning data collection and analysis in order to verify and prioritize problems or root causes
- Implementing any change
- Working toward continuous improvement
The Plan-do-check-act Procedure
- Plan: Recognize an opportunity and plan a change.
- Do: Test the change. Carry out a small-scale study.
- Check: Review the test, analyze the results, and identify what you’ve learned.
- Act: Take action based on what you learned in the study step. If the change did not work, go through the cycle again with a different plan. If you were successful, incorporate what you learned from the test into wider changes. Use what you learned to plan new improvements, beginning the cycle again.
The Pearl River, NY School District, a 2001 recipient of the Malcolm Baldrige National Quality Award, used the PDCA cycle as a model for defining most of their work processes, from the boardroom to the classroom.
The PDCA model was the basic structure for the district’s:
- Overall strategic planning
- Needs analysis
- Curriculum design and delivery
- Staff goal-setting and evaluation
- Provision of student services and support services
- Classroom instruction
Figure 2 shows their "A+ Approach to Classroom Success." This is a continuous cycle of designing curriculum and delivering classroom instruction. Improvement is not a separate activity—it is built into the work process.
Figure 2: Plan-do-check-act example
The A+ Approach begins with a "plan" step, which the school district calls "analyze." In this step, students’ needs are analyzed by examining a range of data available in Pearl River’s electronic data "warehouse." The data reviewed includes everything from grades to performance on standardized tests. Data can be analyzed for individual students or stratified by grade, gender, or any other subgroup. Because PDCA does not specify how to analyze data, a separate data analysis process (Figure 3) is used here as well as in other processes throughout the organization.
Figure 3: Pearl River Analysis Process
The A+ Approach continues with two "do" steps:
- The "align" step asks what the national and state standards require and how they will be assessed. Teaching staff also plans curricula by looking at what is taught at earlier and later grade levels and in other disciplines to ensure a clear continuity of instruction throughout the student’s schooling. Teachers develop individual goals to improve their instruction where the "analyze" step showed any gaps.
- The "act" step is where instruction is provided, following the curriculum and teaching goals. Within set parameters, teachers vary the delivery of instruction based on each student’s learning rates and styles.
Formal and informal assessments take place continually, from daily teacher assessments to six-week progress reports to annual standardized tests. Teachers also can access comparative data on the electronic database to identify trends. High-need students are monitored by a special child study team.
Throughout the school year, if assessments show students are not learning as expected, mid-course corrections are made (such as re-instruction, changing teaching methods, and more direct teacher mentoring). Assessment data become input for the next step in the cycle.
In this example, the "act" step is "standardization." When goals are met, the curriculum design and teaching methods are considered standardized. Teachers share best practices in formal and informal settings. Results from this cycle become input for the "analyze" phase of the next A+ Approach cycle.
A Systematic View (Lean & Six Sigma Review) Modular Kaizen is an improvement approach that integrates quality techniques into the busy schedule of everyday activities. The Modular Kaizen approach is complementary to the PDCA and DMAIC models of quality improvement, as described in this article.
Keep It Simple (Quality Progress) Being able to discern the state of a process at a glance allows problems to be identified and addressed quickly. This article lays out a simple plan, do, check, act approach to a visual dashboard to help employees see the progress of their suggestions.
The Gravity of PDCA (Quality Progress) Plan-do-check-act represents an intersection between the scientific method and everyday operations. Given an objective, whatever process is defined to achieve that objective can be—and often unknowingly is—subject to PDCA.
Circling Back (Quality Progress) There still seems to be much confusion surrounding W. Edwards Deming’s plan-do-study-act (PDSA) cycle. This article examines the three main misunderstandings surrounding PDSA and PDCA cycles.
The Benefits of PDCA (Quality Progress) The brief history of PDCA and an example of PDCA in action help establish the use of this cycle for continuous process improvement.
Tell Me About It (Quality Progress) Based on the PDSA cycle, this article introduces the plan-do-study-act-export (PDSA-X) cycle, which supports the collaborative pursuit of excellence across organizational boundaries, geography and time.
Stewardship And Sustainability: Serigraph's Journey To ISO 14001 (Journal for Quality and Participation) By utilizing ISO 14001 and Lean Six Sigma, including the PDCA cycle, as templates for continuous environmental improvement, a variety of actions are taken to become a socially responsible organization (SRO) and minimize Serigraph Inc.’s environmental footprint
Message Received (Six Sigma Forum Magazine) The science of experimental design allows you to project the impact of many factors by testing a few of them. If the project follows the DMAIC process, you can make some adjustments to the PDCA outline, which is the approach taken by Deemsys Inc., a training organization that wanted to better understand the response rate of its email marketing efforts.
"An Introduction to the PDCA Cycle," a three-part webcast series by Jack ReVelle:
- Part 1: This introduction walks through the PDCA cycle’s origins in the scientific method, as well as its connection to the Deming-Shewhart cycles.
- Part 2: This webcast compares and connects PDCA to other methodologies, including DMAIC, lean, and ISO 9001.
- Part 3: The final webcast provides an example application of PDCA and explores the benefits of using PDCA.
Adapted from The Quality Toolbox, ASQ Quality Press.