Plan

Plan-Do-Check-Act (PDCA) Cycle
Also called: PDCA, plandostudyact (PDSA) cycle, Deming cycle, Shewhart cycle
The plandocheckact cycle (Figure 1) is a fourstep model for carrying out change. Just as a circle has no end, the
PDCA cycle should be repeated again and again for continuous improvement.
Figure 1: Plan-do-check-act cycle
When to Use PlanDoCheckAct
As a model for continuous improvement.
When starting a new improvement project.
When developing a new or improved design of a process, product or service.
When defining a repetitive work process.
When planning data collection and analysis in order to verify and prioritize problems or root causes.
When implementing any change.
PlanDoCheckAct Procedure
1.
Plan. Recognize an opportunity and plan a change.
2.
Do. Test the change. Carry out a small-scale study.
3.
Check. Review the test, analyze the results and identify what youve learned.
4.
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.
PlanDoCheckAct Example
The Pearl River, NY School District, a 2001 recipient of the Malcolm Baldrige National Quality Award, uses the PDCA
cycle as a model for defining most of their work processes, from the boardroom to the classroom.
PDCA is the basic structure for the districts overall strategic planning, needsanalysis, curriculum design and
delivery, staff goal-setting and evaluation, provision of student services and support services, and 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: Plandocheckact example

Plan. The A+ Approach begins with a plan step called analyze. In this step, students needs are analyzed by
examining a range of data available in Pearl Rivers electronic data warehouse, 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

Do. The A+ Approach continues with two do steps:
1.
Align asks what national and state standards require and how they will be assessed. Teaching staff also
plans curriculum by looking at what is taught at earlier and later grade levels and in other disciplines to assure a
clear continuity of instruction throughout the students schooling. Teachers develop individual goals to improve
their instruction where the analyze step showed any gaps.
2.
The second do step is, in this example, called act. This is where instruction is actually provided,
following the curriculum and teaching goals. Within set parameters, teachers vary the delivery of instruction based
on each students learning rates and styles and varying teaching methods.
Check. The check step is called assess in this example. Formal and informal assessments take place continually,
from daily teacher dipstick assessments to every-six-weeks 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.
Act. In this example the act step is called standardize. 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+ cycle.

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Plan-Do-Check-Act (PDCA) Cycle

Figure 1: Plan-do-check-act cycle

When to Use PlanDoCheckAct

As a model for continuous improvement.

When starting a new improvement project.

When developing a new or improved design of a process, product or service.

When defining a repetitive work process.

When implementing any change.

Plan. Recognize an opportunity and plan a change.

Do. Test the change. Carry out a small-scale study.

Figure 2: Plandocheckact example

Figure 3: Pearl River: analysis process

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