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Evolution of the Science             
    l i      f h   i
    of Improvement: 
    of Improvement:
History of the PDSA Cycle
  Ron Moen & Cliff Norman
           SWQN 
           SWQN
          Austin, TX
       27 October 2009
       27 O t b 2009
Evolution of the PDCA Cycle 
                 Paper No.:NA01
                 Paper No.:NA01
               Session No.: 16‐A‐10
    Session Theme: TQM/Management System
                16 September 2009
                16 S      b 2009
                   Tokyo, Japan

           Ronald Moen1, Clifford Norman2
1. Associates in Process Improvement‐Detroit (USA), 
                 rmoen@apiweb.org
                           p       g
2. Associates in Process Improvement‐Austin (USA), 
                cnorman@apiweb.org
                      Keywords
Scientific Method, W. Edwards Deming, PDCA, PDSA, 
               Model for Improvement
Figure 1: Evolution of the Scientific Method
     Intro to the Scientific Method                            Integration of Scientific Method 
              Philosophy of Science
              Philosophy of Science                              into the Science of Improvement
                                                                 into the Science of Improvement

            1600               1800             1900     1920   1940   1950         1980      1990      2000
                                         Pragmatism       Integration of          PDSA Cycle        Model  for 
           Father of Modern 
           Father of Modern
                                        Charles Peirce    Pragmatism & 
                                                                   i &                API          Improvement
                Science
                                        William James       Empiricism            1987,1990,           API
             Galileo 1610
                                        Harvard 1872      C I Lewis 1929             1994           1996, 2009


              Inductive                                        Shewhart Cycle
                                                                         y
               Learning                                          Shewhart
                                          How We Think
            Francis Bacon                                          1939
                                           John Dewey
                 1620
                                              19 33
                                                                                    Shewhart 
                                                                 Deming Wheel                        PDSA
                                                                                      Cycle 
                                                                    Deming                           Deming
                                                                                     Deming
                                                                     1950                             1993
  The First                                                                           1986
  Scientist
Ibn al‐Haytham                                                                    PDCA 
                                                                      PDCA 
     995                                                                          Mizuno 
                                                                  Japanese QC
                                                                    p       Q
                                                                                   TQC
                                                                      1951
                                                                                   1959

      Early 
  Contributions
  Roger Bacon
  Roger Bacon
      1245
Intro to the Scientific Method
     Philosophy of Science
     Philosophy of Science

    1600               1800             1900       1920   1940   1950         1980      1990      2000
  Father of Modern 
  Father of Modern
                       The cover of Novum O
                       Th           fN        Organum d i t
                                                         depicts a galleon passing 
                                                                     ll         i
       Science
    Galileo 1610       between the mythical Pillars of Hercules that stand either 
                                              Scientific Method
                       side of the Strait of Gibraltar, marking the exit from the 
                       well‐charted waters of the Mediterranean into the 
      Inductive        Atlantic Ocean. The Pillars, as the boundary of the 
       Learning                       Conducting experiments
                                      C d i                       i
                       Mediterranean, have been smashed through opening a 
    Francis Bacon      new world to exploration. Bacon hopes that empirical 
         1620                            Deductive/inductive 
                       investigation will, similarly, smash the old scientific ideas 
                                                  reasoning
                       and lead to greater understanding of the world and 
                       heavens.
                       heavens
                       The Latin tag across the bottom is taken from the Book of 
                       Daniel 12:4. It means: "Many will travel and knowledge 
                       will be increased". 

                       Bacon wanted the government to subsidize science. The 
                       idea is that if you invest in science the state will benefit 
                       from the results ‐ just like the ships that took the risk of 
                       leaving the safety of the Mediterranean have returned 
                       with great treasures from America. It is also a metaphor 
                       with great treasures from America. It is also a metaphor
                       for abandoning the Classical knowledge of the 
                       Mediterranean and adopting the new Baconian methods 
                       of science.
Integration of Scientific Method 
                                                   into the Science of Improvement
                                                   into the Science of Improvement

1600               1800             1900     1920   1940   1950         1980      1990      2000
                             Pragmatism
                            Charles Peirce
                            William James
                                                          Scientific method
                            Harvard 1872
                                                          Conducting 
                                                          experiments
                             How We Think
                              John Dewey               Deductive/inductive 
                                 19 33                     reasoning
                                                          Pragmatism
Integration of Scientific Method 
                                                    into the Science of Improvement
                                                    into the Science of Improvement

1600               1800             1900     1920   1940   1950         1980      1990      2000
                             Pragmatism       Integration of 
                            Charles Peirce    Pragmatism & 
                                                       i &
                            William James       Empiricism       Scientific Method
                            Harvard 1872      C I Lewis 1929

                                                          Conducting experiments
                             How We Think
                                                            Deductive/inductive 
                                                            D d ti /i d ti
                              John Dewey                         reasoning 
                                 19 33
                                                                Pragmatism
                                                             A priori truth  and 
                                                             A priori truth and
                                                                experience
Foundation and History of the PDSA Cycle
                                                    Shewhart
                                                      1939

  1600               1800             1900       1920   1940   1950         1980      1990      2000



Walter Shewhart applies the 
   scientific method to                                    1. specification
   manufactured product
         f      d    d
1. Making  a hypothesis
2. Carrying out an experiment
3. Testing a hypothesis
3 Testing a hypothesis


                  Every statement
                  must be capable
                  of being tested
                                             A continuing and self corrective method for
                                                               self-corrective
                                             making the most efficient use of raw and
                                             fabricated materials
Foundation and History of the PDSA Cycle
                                                               Deming
                                                                1950

     1600               1800             1900     1920   1940   1950         1980      1990      2000



 W. Edwards Deming expands 
on Shewhart’s ideas to include 
  the design and redesign of 
 product based on consumer                      Research                                Design
           research




                                                  Sales                                   Production
Foundation and History of the PDSA Cycle
                                                                Deming
                                                                 1950

        1600               1800             1900   1920   1940   1950         1980      1990      2000

1. Design the product (with appropriate tests).
2. Make it; test it in the production line & in
the laboratory.
3. Put it on the market.
4. Test it in service, through market research,
find out what the user thinks of it, and why the
non-user has not bought it.
5.
5 Re-design the product, in the light of
                    product
consumer reactions to quality and price.
Continue around and around the cycle.
Evolution of the PDCA Cycle
                                                              JUSE 
                                                              1951

 1600               1800             1900     1920   1940   1950         1980      1990      2000



  Through JUSE Seminars 
Japanese executives recast 
the  Deming wheel into the 
  Plan, Do, Check, Action                   Research                                Design
        (PDCA cycle)                        Action                                  Plan




                                              Sales                                   Production
                                              Check                                   Do
Evolution of the PDCA Cycle
                                                            Mizuno 
                                                             1959

   1600               1800             1900   1920   1940   1950         1980      1990      2000




                                                      Action         Plan
                                                              Ppl

                                                      Check           Do




Dr. Mizuno with input from Dr. Juran includes goals and targets and
procedures in the plan
The PDCA Cycle becomes a “Management Cycle”
Foundation and History of the PDSA Cycle
                                                                                Deming
                                                                                 1986

        1600               1800             1900   1920   1940   1950         1980      1990      2000



 Deming reintroduces the  
 Shewhart Cycle as steps 
   for improvement of 
   for improvement of
    product or process



1. What could be the most important accomplishments of the team?
What changes might be desirable? What data are available? Are new
observations needed? If yes, plan a change or test. Decide how to use the
                        f
observations.
2. Carry out the change or test decided upon, preferably on a small scale.
3. Observe the effects of the change or test.
4. Study the results. What did we learn? What can we predict?
5. Repeat Step 1, with knowledge accumulated.
Foundation and History of the PDSA Cycle
                                                                                PDSA Cycle 
                                                                                   API
                                                                                  1987
    1600               1800             1900   1920   1940   1950         1980      1990      2000



                                                                  Action             Planning
 “This paper is great, I think.”             
‐‐Deming, 23 Nov. 1986
  Deming, 23 Nov. 1986
                                                                              Ppl
                                                                                    Observation
Quality Progress Sept. 1987                                       Synthesis         & Analysis
Foundation and History of the PDSA Cycle
                                                                               PDSA Cycle 
                                                                                  API
                                                                                 1987
    1600               1800             1900   1920   1940   1950         1980      1990      2000


At a Deming Four‐day Seminar:

“Ron, I’d appreciate your help on the
 Ron, I d appreciate your help on the 
Shewhart Cycle. I will explain it at 9 
o’clock. Then you run through it in your 
own way. Is this good?
          ‐‐‐Deming, 15 Jan. 1987  
Foundation and History of the PDSA Cycle
                                                                                    PDSA Cycle 
                                                                                       API
                                                                                      1987
       1600               1800             1900     1920   1940   1950         1980      1990      2000

                                           Action
                                           A ti                                      Plan
                                                                                     Agree on how
                                                                                     to use the
“Ron, Do you like this?”  
“R    D      lik hi ?”                                                               results
‐‐Deming, 25 Feb. 1987               Observation
                                     Analysis                                        Carry it out
                                     Synthesis


                                                     A process of learning
                                                  Shewhart I
                                                  Sh h t Improvement Cycle
                                                                       tC l
Foundation and History of the PDSA Cycle
                                                                                   PDSA Cycle 
                                                                                      API
                                                                                     1988
        1600               1800             1900   1920   1940   1950         1980      1990      2000

                                                     The Sh h t C l
                                                     Th Shewhart Cycle

                                            Act*                                    Plan a change.
“I will enclose my idea of
 I will enclose my idea of                                4                1        Aim: to
the Shewhart cycle.”  ‐‐                                                            improve the
Deming, 25 March 1988                                                               process
                                      Study the
                                           lt
                                      results.                                      Try out the
                                                          3                    2
                                      What did we                                   change,
                                      learn?                                        preferably on a
                                                                                    small scale
                                          *Act. Adopt the change
                                           or
                                           Run through the cycle again, under
                                          different environmental conditions
                                           or
                                           Abandon the idea
Foundation and History of the PDSA Cycle
                                                                                  PDSA Cycle 
                                                                                   Deming
                                                                                    1990
       1600               1800             1900   1920   1940   1950         1980      1990      2000

                                    The Shewhart Cycle for Learning and Improvement
                                                  y               g       p
                                                   The P D S A Cycle
                                           Act*                                    Plan a change
Handout from Deming s 
Handout from Deming’s                                    A                P                 ,
                                                                                   or a test,
Four‐day seminar, Jan.                                                             aimed at
30‐Feb. 2, 1990                                                                    improvement.
                                     Study the
                                     results.
                                          lt                                       Carry out the
                                                         S                  D
                                     What did we                                   change or the
                                     learn?                                        test (preferably
                                                                                   on a small
                                         *Act. Adopt the change.                   scale)
                                          or
                                          Abandon it.
                                          or
                                          Run through the cycle again, possibly
                                         under different environmental conditions.
Foundation and History of the PDSA Cycle
                                                                             PDSA Cycle 
                                                                                API
                                                                               1990
  1600               1800             1900   1920   1940   1950         1980      1990      2000



                          17 November 1990
Dear Ron,
I don’t recall all the content of your book, which I am 
I don’t recall all the content of your book which I am
delighted to learn is really in its final stages, but I was just 
thinking, If it speaks of the PDSA cycle, be sure to call it 
PDSA, not the corruption PDCA. 
PDSA not the corruption PDCA

                                         Sincerely yours, 
                                           W. Edwards Deming
                                                           g
Foundation and History of the PDSA Cycle
                                                                                        PDSA Cycle 
                                                                                           API
                                                                                          1990
        1600               1800             1900       1920   1940   1950         1980      1990      2000

                                                    Charter             General description
                                                                         Expected results
                                                                           Boundaries
“Deming calls the cycle The 
Shewhart Cycle for learning 
Sh h C l f l             i
                                                                       Selection of process
and Improvement: the PDSA                           Current            Customers/suppliers
Cycle.”                                            knowledge                Flowchart
                                                                     Cause‐and‐effect diagram
                                                                                         g
                                                                              History




                                                   Improvement         Act         Plan
                                                      cycle



                                                                     Study          Do
Foundation and History of the PDSA Cycle
                                                                                Deming
                                                                                 1991

  1600               1800             1900   1920   1940   1950         1980      1990      2000



   Journal of Management History. Vol. 3 No. 2 1997
  Library of Congress archives: additional information 
         about W. Edwards Deming (1900‐1993) 
         about W Edwards Deming (1900 1993)
  by Peter B. Petersen, Professor of Management and 
     Organization Theory, Johns Hopkins University, 
                     Baltimore, USA
                     Baltimore USA

  “It is the PDSA Cycle, not PDCA. Check means to hold 
back. How PDCA ever came into existence I know not.”     ‐
       ‐Deming, , June 1, 1991 letter to H. M. Taylor
Foundation and History of the PDSA Cycle
                                                                                       Deming
                                                                                        1993

       1600               1800             1900   1920   1940   1950         1980      1990      2000

                                    Act- Adopt th
                                    A t Ad t the                                   Plan a change
                                    change, or              A            P         or test, aimed at
The Shewhart Cycle for 
                                    abandon it, or                                 improvement
     Learning and  
                                    run through the
                                             g
    improvement            
    i                               cycle again
   The PDSA  Cycle
                                 Study- the                                         Do- Carry out
                                 results. What did          S             D         the change or
                                 we learn? What                                     test (preferably
                                 went wrong?                                        on a small scale)
Foundation and History of the PDSA Cycle
                                                                                    PDCA Cycle 
                                                                                      Joiner
                                                                                       1994
     1600               1800             1900   1920   1940   1950         1980      1990      2000
                                                  Continuous Improvement
                                                  The Shewhart PDCA Cycle

                                         Act*                                    Plan a change.
 Handout from the 
 Handout from the                                      4                1        Aim: to
Hunter Conference ‐‐                                                             improve the
    3 June 1994                                                                  process
                                   Check the
                                        lt
                                   results.                                      Try out the
                                                       3                    2
                                   What did we                                   change,
                                   learn?                                        preferably on a
                                                                                 small scale
                                       *Act. Adopt the change
                                        or
                                        Run through the cycle again, under
                                       different environmental conditions
                                        or
                                        Abandon the idea
Foundation and History of the PDSA Cycle
                                                                                        API
                                                                                       1994

     1600               1800             1900   1920   1940   1950         1980      1990      2000



API adds more specifics to 
      the PDSA Cycle. 
(prediction in the planning  
(prediction in the planning
   phase , compare what 
     happened to the  
  predictions in the study 
  predictions in the study
           phase)
Foundation and History of the PDSA Cycle
                                                                                     API
                                                                                    1996

1600               1800             1900   1920   1940   1950         1980      1990      2000

                                                  Model for Improvement
                                                  Model for Improvement
  API adds three basic                         What are we trying to accomplish?
questions to supplement                        How will we know that a change is 
                                                       an improvement?
  the PDSA Cycle. The                          What change can we make that will 
                                               What change can we make that will
 PDSA Cycle is used to                              result in improvement?
   develop, test, and 
  implement changes.
                                                    Action          Plan
                                                              Ppl
                                                      Study           Do
Foundation and History of the PDSA Cycle                                      API
                                                                                                 2009

        1600               1800             1900   1920   1940   1950         1980      1990      2000

Why the Model for Improvement?
                                                        Model for Improvement
                                                        Model for Improvement
•Is applicable to all types of                        What are we trying to accomplish?    aim
organizations                                         How will we know that a change is 
                                                              an improvement?              measures
•Provides a framework for the                         What change can we make that will 
                                                      What change can we make that will
application of improvement methods                         result in improvement?
                                                                                             changes
                                                                                              h
guided by theory
•Emphasizes and encourages the
iterative learning process of deductive
and inductive reasoning.                                   Action          Plan
•Allows project plans to adapt as
                                                                     Ppl
learning occurs
                                                            Study            Do
Figure 1: Evolution of the Scientific Method
Intro to the Scientific Method                         Integration of Scientific Method 
     Philosophy of Science
     Philosophy of Science                               into the Science of Improvement
                                                         into the Science of Improvement

    1600               1800             1900     1920   1940   1950         1980      1990      2000
                                 Pragmatism       Integration of          PDSA Cycle        Model  for 
  Father of Modern 
  Father of Modern
                                Charles Peirce    Pragmatism & 
                                                           i &                API          Improvement
       Science
                                William James       Empiricism            1987,1990,           API
    Galileo 1610
                                Harvard 1872      C I Lewis 1929             1994           1996, 2009


      Inductive                                        Shewhart Cycle
                                                                 y
       Learning                                          Shewhart
                                  How We Think
    Francis Bacon                                          1939
                                   John Dewey
         1620
                                      19 33
                                                                            Shewhart 
                                                         Deming Wheel                        PDSA
                                                                              Cycle 
                                                            Deming                           Deming
                                                                             Deming
                                                             1950                             1993
                                                                              1986

                                                                          PDCA 
                                                              PDCA 
                                                                          Mizuno 
                                                          Japanese QC
                                                            p       Q
                                                                           TQC
                                                              1951
                                                                           1959
Application of PDCA and PDSA in 2009:   PDCA   PDSA
Application of PDCA and PDSA

                       Develop a change      Test a change       Implement a change
   PDCA (Japan)                                                         YES
   PDSA (Deming)                                 YES                    YES
   PDSA (API)                YES                 YES                    YES
                                                                        Breakthrough
                                                             A   P      Results

                                                             S   D
                                             A    P
                                             S    D                    Implement
                                A    P                                 a change
                                S   D
                   A     P                                   Test new conditions
Theories,
hunches,
h   h              S     D
                                                 Test a change
& best practices
                                         Develop a change
The PDCA Cycle
PDCA – Six Steps
1. Determine goals 
   and targets.
      dt     t                 • Action                                         • Plan
2. Determine                                                    Determine
                                                                Goals &
   methods of 
     et ods o                                      Take         targets
                                                Appropriate
   reaching goals.                                action
                                                                       Determine
                                                                       Methods of
3. Engage in                                                           reaching goals

   education and 
    d     i     d                                                       Engage in
                                                                        education
   training.                               Check the effects
                                           Of Implementation
                                                                        & training

4. Implement work.
   Implement work.                                             Implement
                                                               work
5. Check the effects of        • Check                                          • Do
   implementation.
6. Take appropriate 
   action.
              Reference: What is Total Quality Control – By Kaoru Ishikawa (1985)
Preview of Coming Attractions
Preview of Coming Attractions

         Portland, 2010
Evolution of the Science of Improvement - Draft
   Intro to the Scientific 
                                                              Integration of Scientific Method 
          Method                                     Methods to Learn, Improve & Manage Social Systems
                                                     Methods to Learn Improve & Manage Social Systems
    Philosophy of Science


                                         Pragmatism            Integration of                  Strategy  for 
        Father of Modern 
                                                                                                                       Model  for 
                                        Charles Pierce         Pragmatism &                      Process 
             Science                                             Empiricism 
                                                                 Empiricism                                           Improvement
                                                                                                                        p
                                        William James
                                        Willi   J                                            Improvement
                                                                                             I              t                API
          Galileo 1610                  Harvard 1872           C I Lewis 1929                      API                       1994
                                                                                                  1987


               Inductive                   How We Think
                Learning                                             Shewhart Cycle
                                                                     Shewhart Cycle
                                            John Dewey                Walter Shewhart
             Francis Bacon                     1933                         1939
                  1620

                                                                         Deming 8 Part Wheel                       PDSA
                                                                            W Edwards Deming
                                                                            W Edwards Deming                      Deming
                                                                                   1951                             1993
    The First 
    Scientist
  Ibn al‐Haytham                                                         Production Viewed as                     Quality as a 
       995
                                                                              a System
                                                                              a System                          Business Strategy
                                                                                                                Business Strategy
                                                                          W Edwards Deming                             API
                                                                                   1951                               1987
        Early 
    Contributions                                                       PDCA              System of Profound 
    Roger Bacon
    Roger Bacon                                                                               Knowledge
        1245                                                          Japanese
                       Draft paper                                        1962            W Edwards Deming
                       By Ron Moen and Cliff Norman (2009)                                        1988

1000      1600      1800                   1900          1920   1940   1950         1980              1990      2000

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04 foundation and_history_of_the_pdsa_cycle_rmcln_10_23_09

  • 1. Evolution of the Science              l i f h i of Improvement:  of Improvement: History of the PDSA Cycle Ron Moen & Cliff Norman SWQN  SWQN Austin, TX 27 October 2009 27 O t b 2009
  • 2. Evolution of the PDCA Cycle  Paper No.:NA01 Paper No.:NA01 Session No.: 16‐A‐10 Session Theme: TQM/Management System 16 September 2009 16 S b 2009 Tokyo, Japan Ronald Moen1, Clifford Norman2 1. Associates in Process Improvement‐Detroit (USA),  rmoen@apiweb.org p g 2. Associates in Process Improvement‐Austin (USA),  cnorman@apiweb.org Keywords Scientific Method, W. Edwards Deming, PDCA, PDSA,  Model for Improvement
  • 3. Figure 1: Evolution of the Scientific Method Intro to the Scientific Method Integration of Scientific Method  Philosophy of Science Philosophy of Science into the Science of Improvement into the Science of Improvement 1600               1800             1900 1920   1940   1950         1980      1990      2000 Pragmatism Integration of  PDSA Cycle Model  for  Father of Modern  Father of Modern Charles Peirce Pragmatism &  i & API Improvement Science William James Empiricism  1987,1990,  API Galileo 1610 Harvard 1872 C I Lewis 1929 1994 1996, 2009 Inductive  Shewhart Cycle y Learning Shewhart How We Think Francis Bacon 1939 John Dewey 1620 19 33 Shewhart  Deming Wheel PDSA Cycle  Deming Deming Deming 1950 1993 The First  1986 Scientist Ibn al‐Haytham PDCA  PDCA  995 Mizuno  Japanese QC p Q TQC 1951 1959 Early  Contributions Roger Bacon Roger Bacon 1245
  • 4. Intro to the Scientific Method Philosophy of Science Philosophy of Science 1600               1800             1900 1920   1940   1950         1980      1990      2000 Father of Modern  Father of Modern The cover of Novum O Th fN Organum d i t depicts a galleon passing  ll i Science Galileo 1610 between the mythical Pillars of Hercules that stand either  Scientific Method side of the Strait of Gibraltar, marking the exit from the  well‐charted waters of the Mediterranean into the  Inductive  Atlantic Ocean. The Pillars, as the boundary of the  Learning Conducting experiments C d i i Mediterranean, have been smashed through opening a  Francis Bacon new world to exploration. Bacon hopes that empirical  1620 Deductive/inductive  investigation will, similarly, smash the old scientific ideas  reasoning and lead to greater understanding of the world and  heavens. heavens The Latin tag across the bottom is taken from the Book of  Daniel 12:4. It means: "Many will travel and knowledge  will be increased".  Bacon wanted the government to subsidize science. The  idea is that if you invest in science the state will benefit  from the results ‐ just like the ships that took the risk of  leaving the safety of the Mediterranean have returned  with great treasures from America. It is also a metaphor  with great treasures from America. It is also a metaphor for abandoning the Classical knowledge of the  Mediterranean and adopting the new Baconian methods  of science.
  • 5. Integration of Scientific Method  into the Science of Improvement into the Science of Improvement 1600               1800             1900 1920   1940   1950         1980      1990      2000 Pragmatism Charles Peirce William James Scientific method Harvard 1872 Conducting  experiments How We Think John Dewey Deductive/inductive  19 33 reasoning Pragmatism
  • 6. Integration of Scientific Method  into the Science of Improvement into the Science of Improvement 1600               1800             1900 1920   1940   1950         1980      1990      2000 Pragmatism Integration of  Charles Peirce Pragmatism &  i & William James Empiricism  Scientific Method Harvard 1872 C I Lewis 1929 Conducting experiments How We Think Deductive/inductive  D d ti /i d ti John Dewey reasoning  19 33 Pragmatism A priori truth  and  A priori truth and experience
  • 7. Foundation and History of the PDSA Cycle Shewhart 1939 1600               1800             1900 1920   1940   1950         1980      1990      2000 Walter Shewhart applies the  scientific method to  1. specification manufactured product f d d 1. Making  a hypothesis 2. Carrying out an experiment 3. Testing a hypothesis 3 Testing a hypothesis Every statement must be capable of being tested A continuing and self corrective method for self-corrective making the most efficient use of raw and fabricated materials
  • 8. Foundation and History of the PDSA Cycle Deming 1950 1600               1800             1900 1920   1940   1950         1980      1990      2000 W. Edwards Deming expands  on Shewhart’s ideas to include  the design and redesign of  product based on consumer  Research Design research Sales Production
  • 9. Foundation and History of the PDSA Cycle Deming 1950 1600               1800             1900 1920   1940   1950         1980      1990      2000 1. Design the product (with appropriate tests). 2. Make it; test it in the production line & in the laboratory. 3. Put it on the market. 4. Test it in service, through market research, find out what the user thinks of it, and why the non-user has not bought it. 5. 5 Re-design the product, in the light of product consumer reactions to quality and price. Continue around and around the cycle.
  • 10. Evolution of the PDCA Cycle JUSE  1951 1600               1800             1900 1920   1940   1950         1980      1990      2000 Through JUSE Seminars  Japanese executives recast  the  Deming wheel into the  Plan, Do, Check, Action   Research Design (PDCA cycle) Action Plan Sales Production Check Do
  • 11. Evolution of the PDCA Cycle Mizuno  1959 1600               1800             1900 1920   1940   1950         1980      1990      2000 Action Plan Ppl Check Do Dr. Mizuno with input from Dr. Juran includes goals and targets and procedures in the plan The PDCA Cycle becomes a “Management Cycle”
  • 12. Foundation and History of the PDSA Cycle Deming 1986 1600               1800             1900 1920   1940   1950         1980      1990      2000 Deming reintroduces the   Shewhart Cycle as steps  for improvement of  for improvement of product or process 1. What could be the most important accomplishments of the team? What changes might be desirable? What data are available? Are new observations needed? If yes, plan a change or test. Decide how to use the f observations. 2. Carry out the change or test decided upon, preferably on a small scale. 3. Observe the effects of the change or test. 4. Study the results. What did we learn? What can we predict? 5. Repeat Step 1, with knowledge accumulated.
  • 13. Foundation and History of the PDSA Cycle PDSA Cycle  API 1987 1600               1800             1900 1920   1940   1950         1980      1990      2000 Action Planning “This paper is great, I think.”              ‐‐Deming, 23 Nov. 1986 Deming, 23 Nov. 1986 Ppl Observation Quality Progress Sept. 1987 Synthesis & Analysis
  • 14. Foundation and History of the PDSA Cycle PDSA Cycle  API 1987 1600               1800             1900 1920   1940   1950         1980      1990      2000 At a Deming Four‐day Seminar: “Ron, I’d appreciate your help on the Ron, I d appreciate your help on the  Shewhart Cycle. I will explain it at 9  o’clock. Then you run through it in your  own way. Is this good? ‐‐‐Deming, 15 Jan. 1987  
  • 15. Foundation and History of the PDSA Cycle PDSA Cycle  API 1987 1600               1800             1900 1920   1940   1950         1980      1990      2000 Action A ti Plan Agree on how to use the “Ron, Do you like this?”   “R D lik hi ?” results ‐‐Deming, 25 Feb. 1987 Observation Analysis Carry it out Synthesis A process of learning Shewhart I Sh h t Improvement Cycle tC l
  • 16. Foundation and History of the PDSA Cycle PDSA Cycle  API 1988 1600               1800             1900 1920   1940   1950         1980      1990      2000 The Sh h t C l Th Shewhart Cycle Act* Plan a change. “I will enclose my idea of I will enclose my idea of  4 1 Aim: to the Shewhart cycle.”  ‐‐ improve the Deming, 25 March 1988 process Study the lt results. Try out the 3 2 What did we change, learn? preferably on a small scale *Act. Adopt the change or Run through the cycle again, under different environmental conditions or Abandon the idea
  • 17. Foundation and History of the PDSA Cycle PDSA Cycle  Deming 1990 1600               1800             1900 1920   1940   1950         1980      1990      2000 The Shewhart Cycle for Learning and Improvement y g p The P D S A Cycle Act* Plan a change Handout from Deming s  Handout from Deming’s A P , or a test, Four‐day seminar, Jan.  aimed at 30‐Feb. 2, 1990 improvement. Study the results. lt Carry out the S D What did we change or the learn? test (preferably on a small *Act. Adopt the change. scale) or Abandon it. or Run through the cycle again, possibly under different environmental conditions.
  • 18. Foundation and History of the PDSA Cycle PDSA Cycle  API 1990 1600               1800             1900 1920   1940   1950         1980      1990      2000 17 November 1990 Dear Ron, I don’t recall all the content of your book, which I am  I don’t recall all the content of your book which I am delighted to learn is really in its final stages, but I was just  thinking, If it speaks of the PDSA cycle, be sure to call it  PDSA, not the corruption PDCA.  PDSA not the corruption PDCA Sincerely yours,  W. Edwards Deming g
  • 19. Foundation and History of the PDSA Cycle PDSA Cycle  API 1990 1600               1800             1900 1920   1940   1950         1980      1990      2000 Charter General description Expected results Boundaries “Deming calls the cycle The  Shewhart Cycle for learning  Sh h C l f l i Selection of process and Improvement: the PDSA  Current Customers/suppliers Cycle.”  knowledge Flowchart Cause‐and‐effect diagram g History Improvement Act Plan cycle Study Do
  • 20. Foundation and History of the PDSA Cycle Deming 1991 1600               1800             1900 1920   1940   1950         1980      1990      2000 Journal of Management History. Vol. 3 No. 2 1997 Library of Congress archives: additional information  about W. Edwards Deming (1900‐1993)  about W Edwards Deming (1900 1993) by Peter B. Petersen, Professor of Management and  Organization Theory, Johns Hopkins University,  Baltimore, USA Baltimore USA “It is the PDSA Cycle, not PDCA. Check means to hold  back. How PDCA ever came into existence I know not.”     ‐ ‐Deming, , June 1, 1991 letter to H. M. Taylor
  • 21. Foundation and History of the PDSA Cycle Deming 1993 1600               1800             1900 1920   1940   1950         1980      1990      2000 Act- Adopt th A t Ad t the Plan a change change, or A P or test, aimed at The Shewhart Cycle for  abandon it, or improvement Learning and   run through the g improvement             i cycle again The PDSA  Cycle Study- the Do- Carry out results. What did S D the change or we learn? What test (preferably went wrong? on a small scale)
  • 22. Foundation and History of the PDSA Cycle PDCA Cycle  Joiner 1994 1600               1800             1900 1920   1940   1950         1980      1990      2000 Continuous Improvement The Shewhart PDCA Cycle Act* Plan a change. Handout from the  Handout from the 4 1 Aim: to Hunter Conference ‐‐ improve the 3 June 1994 process Check the lt results. Try out the 3 2 What did we change, learn? preferably on a small scale *Act. Adopt the change or Run through the cycle again, under different environmental conditions or Abandon the idea
  • 23. Foundation and History of the PDSA Cycle API 1994 1600               1800             1900 1920   1940   1950         1980      1990      2000 API adds more specifics to  the PDSA Cycle.  (prediction in the planning   (prediction in the planning phase , compare what  happened to the   predictions in the study  predictions in the study phase)
  • 24. Foundation and History of the PDSA Cycle API 1996 1600               1800             1900 1920   1940   1950         1980      1990      2000 Model for Improvement Model for Improvement API adds three basic What are we trying to accomplish? questions to supplement  How will we know that a change is  an improvement? the PDSA Cycle. The  What change can we make that will  What change can we make that will PDSA Cycle is used to  result in improvement? develop, test, and  implement changes. Action Plan Ppl Study Do
  • 25. Foundation and History of the PDSA Cycle API 2009 1600               1800             1900 1920   1940   1950         1980      1990      2000 Why the Model for Improvement? Model for Improvement Model for Improvement •Is applicable to all types of What are we trying to accomplish? aim organizations How will we know that a change is  an improvement? measures •Provides a framework for the What change can we make that will  What change can we make that will application of improvement methods result in improvement? changes h guided by theory •Emphasizes and encourages the iterative learning process of deductive and inductive reasoning. Action Plan •Allows project plans to adapt as Ppl learning occurs Study Do
  • 26. Figure 1: Evolution of the Scientific Method Intro to the Scientific Method Integration of Scientific Method  Philosophy of Science Philosophy of Science into the Science of Improvement into the Science of Improvement 1600               1800             1900 1920   1940   1950         1980      1990      2000 Pragmatism Integration of  PDSA Cycle Model  for  Father of Modern  Father of Modern Charles Peirce Pragmatism &  i & API Improvement Science William James Empiricism  1987,1990,  API Galileo 1610 Harvard 1872 C I Lewis 1929 1994 1996, 2009 Inductive  Shewhart Cycle y Learning Shewhart How We Think Francis Bacon 1939 John Dewey 1620 19 33 Shewhart  Deming Wheel PDSA Cycle  Deming Deming Deming 1950 1993 1986 PDCA  PDCA  Mizuno  Japanese QC p Q TQC 1951 1959
  • 27. Application of PDCA and PDSA in 2009: PDCA PDSA
  • 28. Application of PDCA and PDSA Develop a change Test a change Implement a change PDCA (Japan) YES PDSA (Deming) YES YES PDSA (API) YES YES YES Breakthrough A P Results S D A P S D Implement A P a change S D A P Test new conditions Theories, hunches, h h S D Test a change & best practices Develop a change
  • 29. The PDCA Cycle PDCA – Six Steps 1. Determine goals  and targets. dt t • Action • Plan 2. Determine  Determine Goals & methods of  et ods o Take targets Appropriate reaching goals. action Determine Methods of 3. Engage in  reaching goals education and  d i d Engage in education training. Check the effects Of Implementation & training 4. Implement work. Implement work. Implement work 5. Check the effects of  • Check • Do implementation. 6. Take appropriate  action. Reference: What is Total Quality Control – By Kaoru Ishikawa (1985)
  • 31. Evolution of the Science of Improvement - Draft Intro to the Scientific  Integration of Scientific Method  Method Methods to Learn, Improve & Manage Social Systems Methods to Learn Improve & Manage Social Systems Philosophy of Science Pragmatism Integration of  Strategy  for  Father of Modern  Model  for  Charles Pierce Pragmatism &  Process  Science Empiricism  Empiricism Improvement p William James Willi J Improvement I t API Galileo 1610 Harvard 1872 C I Lewis 1929 API 1994 1987 Inductive  How We Think Learning Shewhart Cycle Shewhart Cycle John Dewey Walter Shewhart Francis Bacon 1933 1939 1620 Deming 8 Part Wheel PDSA W Edwards Deming W Edwards Deming Deming 1951 1993 The First  Scientist Ibn al‐Haytham Production Viewed as  Quality as a  995 a System a System Business Strategy Business Strategy W Edwards Deming API 1951 1987 Early  Contributions PDCA  System of Profound  Roger Bacon Roger Bacon Knowledge 1245 Japanese Draft paper 1962 W Edwards Deming By Ron Moen and Cliff Norman (2009) 1988 1000      1600      1800                   1900 1920   1940   1950         1980              1990      2000