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Managua, Nicaragua
July, 2007
Plan-Do-Study-Act (PDSA)
Cycles
What is a PDSA Cycle?
• A PDSA (Plan-Do-Study-Act) cycle is a way of determining if a change
leads to an improvement. It is a method for rapidly testing a change - by
planning it, trying it, observing the results, and acting on what is learned
Why should we test changes?
• To increase belief that the change will result in
improvement
• To decide which of several proposed changes
will lead to the desired improvement
• To evaluate how much improvement can be
expected from the change
• To decide whether the proposed change will
work in the actual environment
• To evaluate costs/impact/side effects from a
proposed change
• To minimize resistance upon implementation
Why should we test changes?
Steps in the PDSA Cycle
Step 1 - Plan
Plan the test or observation, including a plan for
collecting data.
• State the objective of the test
• Make predictions about what will happen and why
• Develop a plan to test the change (Who? What? When? Where?
What data need to be collected?)
Example
Ask one patient if he/she would like more information
on how to manage his/her blood sugar.
Steps in the PDSA Cycle
Step 2: Do
Try out the test on a small scale.
• Carry out the test
• Document problems and unexpected observations
• Begin analysis of the data
Example
On Tuesday Dr J asked her first patient with diabetes
Steps in the PDSA Cycle
Step 3: Study
Set aside time to analyze the data and study
the results.
• Complete the analysis of the data
• Compare the data to your predictions
• Summarize and reflect on what was learned
Example
Patient was interested; Dr J. was pleased with the
positive response.
Steps in the PDSA Cycle
Step 4: Act
Refine the change, based on what was learned
from the test.
• Determine what modifications should be made
• Prepare a plan for the next test
Example
Dr J. will continue with the next five patients and
set up a planned visit for those who say yes.
PDSAs versus Traditional QI
• The PDSA philosophy is to design a small test
with a limited impact that can be conducted
quickly (days if not hours!) to work out
unanticipated “bugs.”
• Traditional quality improvement:
• Laborious planning that attempts to account
for all contingencies.
• Often results in failed or partial
implementation after months or even years
of preparation.
PDSAs are the scientific method for action-oriented
learning.
Linking Tests of Change
• Testing changes is an iterative process.
• Team learns for each test.
Tips for Testing Changes
• Think a couple of cycles ahead.
• Scale down the size of the test (number of
patients or locations).
• Test with volunteers or those who want to work
with you.
• Do not try to get a consensus.
• Don’t reinvent the wheel.
• Be innovative to make the test feasible.
• Pick easy changes to try.
• Collect only useful data during each test.
• Avoid technical slowdowns.
• Test over a wide range of conditions.
• Try a a test quickly (e.g. what change can we
test by Friday?).
• Be prepared to end the test of change.
Tips for Testing Changes

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PDSA-Cycles-Delon PDSA-Cycles-Delon PDSA-Cycles-Delon

  • 2. What is a PDSA Cycle? • A PDSA (Plan-Do-Study-Act) cycle is a way of determining if a change leads to an improvement. It is a method for rapidly testing a change - by planning it, trying it, observing the results, and acting on what is learned
  • 3. Why should we test changes? • To increase belief that the change will result in improvement • To decide which of several proposed changes will lead to the desired improvement • To evaluate how much improvement can be expected from the change
  • 4. • To decide whether the proposed change will work in the actual environment • To evaluate costs/impact/side effects from a proposed change • To minimize resistance upon implementation Why should we test changes?
  • 5. Steps in the PDSA Cycle Step 1 - Plan Plan the test or observation, including a plan for collecting data. • State the objective of the test • Make predictions about what will happen and why • Develop a plan to test the change (Who? What? When? Where? What data need to be collected?) Example Ask one patient if he/she would like more information on how to manage his/her blood sugar.
  • 6. Steps in the PDSA Cycle Step 2: Do Try out the test on a small scale. • Carry out the test • Document problems and unexpected observations • Begin analysis of the data Example On Tuesday Dr J asked her first patient with diabetes
  • 7. Steps in the PDSA Cycle Step 3: Study Set aside time to analyze the data and study the results. • Complete the analysis of the data • Compare the data to your predictions • Summarize and reflect on what was learned Example Patient was interested; Dr J. was pleased with the positive response.
  • 8. Steps in the PDSA Cycle Step 4: Act Refine the change, based on what was learned from the test. • Determine what modifications should be made • Prepare a plan for the next test Example Dr J. will continue with the next five patients and set up a planned visit for those who say yes.
  • 9. PDSAs versus Traditional QI • The PDSA philosophy is to design a small test with a limited impact that can be conducted quickly (days if not hours!) to work out unanticipated “bugs.” • Traditional quality improvement: • Laborious planning that attempts to account for all contingencies. • Often results in failed or partial implementation after months or even years of preparation. PDSAs are the scientific method for action-oriented learning.
  • 10. Linking Tests of Change • Testing changes is an iterative process. • Team learns for each test.
  • 11. Tips for Testing Changes • Think a couple of cycles ahead. • Scale down the size of the test (number of patients or locations). • Test with volunteers or those who want to work with you. • Do not try to get a consensus. • Don’t reinvent the wheel.
  • 12. • Be innovative to make the test feasible. • Pick easy changes to try. • Collect only useful data during each test. • Avoid technical slowdowns. • Test over a wide range of conditions. • Try a a test quickly (e.g. what change can we test by Friday?). • Be prepared to end the test of change. Tips for Testing Changes