PDCA Cycle Board for Beginners: Plan, Do, Check, Act One Loop at a Time and Keep the Record

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PDCA Cycle Board for Beginners: Plan, Do, Check, Act One Loop at a Time and Keep the Record

Anyone learning how to run a PDCA cycle for the first time picks one work or study theme and finishes Plan, Do, Check and Act in two weeks with this beginner-friendly PDCA template. The left page of the whiteboard holds a theme and goal frame, a four-step PDCA chain of Plan, Do, Check and Act, a four-quadrant sort for what Check told you, and a six-step 5 Whys that takes the one thing that failed and asks why five times until you reach the root cause. The right page holds a five-step two-week schedule, an improvement history table for loops 1 to 3, and the three points beginners stumble on. The task board has five columns - Plan, Do, Check, Act and Loop done - and starts with 4 parent tasks and 12 subtasks, from choosing the theme through to Act, all not started. If you are unsure how to run PDCA or you stall halfway, narrow it to one theme, follow the worked examples and finish the first loop. From loop 2 the history table stacks up, so you can see later what actually worked.

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PDCA PDCA cycle continuous improvement retrospective for beginners
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1. The theme you want to improve and ... 3. Sorting what Check told you Went well × outside factors Went well × your own move Did not work × outside factors Did not work × your side 5. How one loop (two weeks) runs 6. Improvement history (add one row p... 7. Where Plan goes wrong (too ambitious) 8. Check done right (never end on an ... 9. The Act rule (copy it into loop 2 ... PDCA Cycle Starter How to use: (1) S... Goals and what wo... Decisions and the... Trouble and misses Insights and next... Theme you want to improve (only one)e.g. Getting ready in the morning takes too long and I leave home at the last minute every day Goal for this loop (write it as a number)e.g. In two weeks, leave home at 8:10 every single dayPeriod: __/__ to __/__ / Someone running it with you: ____ Numbers before you start (measure first)e.g. Right now it swings between 8:20 and 8:35Gap: e.g. the average is 8:27 against a goal of 8:10, about 17 minutes lateMeasured on: __/__ / How: note the time you step out the door on your phone 2. The PDCA cycle... Plan Decide what, when and how you measuree.g. lay out clothes and bag the night before,at 22:00. Measure the time you leave. Do Keep it exactly as planned for 8 dayse.g. done on 6 of the 8 days. The 2 misseswere nights I got home late from work. Check Compare with the numbers from the starte.g. departure now averages 8:14. The spreadnarrowed from 15 minutes to 8 minutes. Act Choose to keep, drop or change ite.g. keep it, and add one condition for latenights: get ready as soon as I get home. 縦軸: How it turned... Luck or other people carried this one. The same conditions may not hold next time, so just note them and leave this out of Act. This one you can repeat. Send it to keep in Act, write the method as a single line, then copy it into the Plan of loop 2. Not something you can change alone. Decide who to ask for help, or replace it with a setup that avoids the situation. The Plan of loop 2 takes exactly one item from here. Dig it down to the root cause with the 5 Whys in (board 4) before you decide the move. 4. 5 Whys - take ... Why 1 Ask why about that one iteme.g. missed 2 of 8 days→ I got home at 22:00 Why 2 Write facts only (no guessing)e.g. I went straight to bed→ why not do it before be… Why 3 Look at your own methode.g. the plan was one prep at night→ why only at night? Why 4 Write the reason behind that calle.g. I assumed mornings were impossible→ so what about the late … Why 5 Check it with a number and stope.g. I had 10 free minutes before bed→ send the answer to the … Root cause One sentence that changes the resulte.g. there is no backup movefor the late nights… Day 1Write the theme and the PlanSet the goal and today's numbers in (board 1), then write three actions or fewer in the Plan step of (board 2). Days 2 to 9Keep doing itLeave the plan untouched and keep going. One line a day: done or not done, plus the number. Day 10Gather the recordsLine up all 8 days of notes in one place. If a day is missing, leave the gap as it is. Days 11 to 12Sort it out with CheckCompare with the numbers from the start and place what you learned in the four quadrants of (board 3). Dig the one that failed five times in (board 4). Days 13 to 14Decide Act and open loop 2Pick one of keep, drop or change, write it into the history table in (board 6), then copy it into the Plan of loop 2. Plan Do Check Act Loop 1 (worked ex... e.g. lay out clothes andbag at 22:00(__/__ to __/__) e.g. done on 6 of 8 days.The 2 misses werelate nights at work e.g. departure averages8:14. Spread went from15 minutes to 8 e.g. keep it, and add:on late nights get readyas soon as I get home Loop 2 Copy the Act of loop 1as it stands. Swap outonly one action Tick the days you did it.No excuses, keeponly the facts Compare the same wayas loop 1. Never changethe measure midway Choose exactly one ofkeep, drop or change Loop 3 Copy the Act of loop 2into the Plan of loop 3.Still three actions at most Keep logging the sameway. One line with thedays done and the number Line the three loops upand look for the weekwhere progress stopped If you reached the goal,graduate and write a newtheme in (board 1). If not,change the method, not the theme e.g. wrote down 8 actions and all of them stopped within 3 days Fix it. Decide that three is the most one two-week loop can carry "Try harder" and "stay aware" are not actions Attaching an action to an existing routine raises how often you do it e.g. it ends at "it went pretty well" and nothing follows from it Fix it. Always measure the starting numbers before you begin Write the gap as "15-minute spread down to 8-minute spread" Keep the reason for the days you missed in the same box e.g. Act feels decided but the Plan of loop 2 is still blank Fix it. Copy Act into the Plan of loop 2 the moment you write it Transfer every loop into the history table so it stays on record If the numbers do not move after three loops, change the theme
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Task board contents

Plan 16 items

Set goal and theme
Write your Plan
Run Do and Check
Act and start loop 2
Pick one theme
Write a number goal
Measure the start
Keep three actions
Set when to do it
Decide how to log
Try it for 8 days
Log one line a day
Compare the numbers
Keep, drop or change
Plan the next loop
Log it in history

Do 0 items

Check 0 items

Act 0 items

Loop done 0 items