PDCA

Description

This template is organized into the classic four-phase PDCA format:

• PLAN: Define the problem, its root cause, and propose countermeasures. Includes structured fields for identifying the problem area, responsible users, root cause analysis, immediate containment actions, and multiple countermeasure options.
• DO: List and assign specific actions to be taken, with associated deadlines and status dropdowns (e.g., “To do,” “Doing,” “Done”). Each task includes fields for the owner and expected completion date.
• CHECK: Verify whether the root cause has been solved. Includes status evaluation, file uploads for supporting evidence, and review notes.
• ACT: Determine next steps based on outcomes—such as standardizing procedures, expanding improvements to other areas, or repeating the PDCA cycle.

The template also includes logic for tracking completion percentage and uses badges for highlighting problem statements and resolution status.

Key Data Stored

• Problem Statement – Clearly stated issue being addressed
• Root Cause Analysis – Structured "Why?" breakdown and root identification
• Immediate Action – Quick containment steps to prevent further impact
• Countermeasures – Multiple proposed solutions with pros, cons, and responsible parties
• Action Tasks – Steps broken down with user assignments, deadlines, and statuses
• Verification Results – Whether the solution worked and supporting documentation
• Follow-Up Decisions – Final outcomes like standardization, expansion, or repeating PDCA
• Responsible Users and Departments – Assigned roles for each action
• Progress Badge – Calculates the completion rate of assigned tasks
• Solved Badge – Color-coded status based on root cause resolution

Business Use Cases

• Lean Manufacturing and Kaizen – Drive continuous improvement at all levels
• Corrective & Preventive Action (CAPA) – Manage and document responses to operational or quality issues
• Engineering Process Reviews – Structure resolution of recurring technical problems
• Operations Management – Implement structured problem-solving across logistics, supply chain, and facilities
• Team-Based Improvement Projects – Coordinate collaboration and follow-up across departments

Why This Template is Powerful

• Visual & Structured Layout – PDCA phases are clearly labeled and logically sequenced
• Real-Time Progress Tracking – Automatically calculates task completion and solution status
• Customizable and Scalable – Adaptable for single-use issue solving or ongoing improvement programs
• Cross-Functional Support – Enables contributions from multiple users and teams
• Action-Oriented – Emphasizes accountability and documentation of follow-through

This template helps teams drive sustainable improvements with a clear methodology—making problem-solving faster, more transparent, and easier to replicate across an organization.