PDCA Method [Template]

[DELETE AFTER READING: Here is a generic template that you can use to outline and share step-by-step guides using Scribe. You can learn more about Scribe here and see how to duplicate and use this template in the Scribe below.]

By following the PDCA method and using this template, organizations can improve their processes, products, and services and achieve their goals and objectives.

The key is to continuously evaluate and adjust the plan based on the results of the evaluation, which helps to ensure that the organization is always moving forward and making progress.

1. Plan

Identify the problem or opportunity for improvement.

Write a brief overview for the issue and your hypothesis.

Define the goals and objectives for the improvement.

List actionable and trackable goals.

Identify the processes or activities that need improvement.

For any digital processes, use Scribe to auto-generate a step-by-step guide. Here's how.

Break your processes into different tasks, like below:

• Task one

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• Task two

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• Task three

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Develop a plan for improvement, including timelines and resources needed.

List and link the timelines and resources below.

Determine how progress will be measured and evaluated.

What's your north star metric? Link to tools and dashboards for tracking.

2. Do

Implement the plan for improvement.

List any processes or descriptions as needed.

Train employees and provide necessary resources.

Link to training calendar or educational materials, such as:

• Training manual

• Process improvement plan

• Other process documentation

Collect data and information throughout the process.

Link to folders and notes here.

Communicate progress to stakeholders.

Link to your CRM or list communication milestones.

3. Check

Monitor progress toward the improvement goals and objectives.

Link to your project management tool or list milestones below.

Collect and analyze data to evaluate the effectiveness of the plan.

Link to dashboards and northstar metrics.

Compare actual results to the expected outcomes.

Remember to use SMART goals to gauge how well your efforts are progressing. Here's some more info.

Identify any deviations from the plan or unexpected issues.

Clearly state what those deviations are and what the unexpected outcome is.

Determine if any corrective action is needed.

Outline the procedure and action plan for moving forward when you identify issues.

4. Act

Make adjustments to the plan as needed based on the evaluation.

Document new processes by auto-generating step-by-step guides with Scribe below.

• New process one

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• New process two

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• New process three

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Implement any corrective actions identified during the check phase.

• Date of implementation:

• Employee:

• Approval:

Continue monitoring progress and making adjustments as necessary.

List adjustments in this document as needed.

Celebrate successes and recognize the efforts of the team.

Congratulations! You've completed the PDCA method!

Repeat the PDCA cycle as needed to continue the process of continuous improvement.