PDSA Cycles

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Plan-Do-Study-Act (PDSA)

Cycles

Managua, Nicaragua
July, 2007
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
Why should we test changes?

• 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
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.
Tips for Testing Changes

• 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.

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