a walkthrough

Watch a PDSA log run

Teams have no shortage of ideas. What usually happens next is that the idea skips straight to implementation, or gets forgotten, and either way nobody ever finds out whether it actually led to an improvement. A PDSA cycle log fixes that middle step. Below is a working mockup of one built inside a team chat channel: one list, one short form, and three small automations, so teams can test ideas transparently, collaborate on them asynchronously, and keep improving continuously. Press play, or step through it.

1

# Quality Anywhere Clinic · team channel
Posts
PDSA Cycle Log
Submit a PDSA plan
1 / 10

what you just watched

There are two doors into the log, and they're deliberately kept separate. Anyone with an idea worth testing walks through the first: a short form that asks what you're trying to accomplish, what you predict will happen, how small you can make the test, and when you'll come back to look. About ten minutes. The second door isn't a form at all, because forms create entries rather than update them. One named person, agreed at the start, goes into the list, finds the entry, and completes Do, Study and Act on the item itself.

Three things happen automatically. When a plan goes in, the channel gets a post so the team knows a test is starting, with the prediction visible before the test runs. That's on purpose: it gives anyone the chance to say "I don't think that's what will happen" while the conversation can still change something. When a cycle closes, the channel hears what was learned. And every Monday morning, anything past its review date that's still open gets a nudge to the one person responsible for closing it.

That Monday check is the single most important part of the design. The most common way a log like this fails isn't that people refuse to use it. It's that plans go in, the work happens, and nobody circles back. Six months later the log is a list of good intentions.

A note on wrong predictions. A prediction that turns out to be wrong is a good outcome. It's more informative than one that was right, because it means the team learned something it didn't already know. This only works if that's genuinely how the team treats it, which is worth demonstrating early rather than asserting.
One boundary worth drawing. Not every idea goes straight to a test. Bigger changes, anything touching safety, budget, other teams, or policy, may need approval first or routing to a quality committee. The log is for changes small enough to be safe to try, and part of its value is making that distinction explicit: when someone writes up a plan and the scale won't go small, that's the signal it belongs on a different track.

what it's built from

Nothing exotic. A Microsoft List held inside the team's channel (so it belongs to the team, not to whoever set it up), a List Form for submissions, a conditionally shaped item form for closing, and three Power Automate flows: announce the plan, announce the closure, run the Monday check. Roughly an afternoon of setup, and none of it needs a developer.

Working in Slack instead? The shape translates: Slack lists or a pinned canvas for the record, Workflow Builder for the submission form and the posts, and a scheduled workflow for the weekly check. The tools matter less than the pattern: one shared record, a required prediction, a named closer, and a nudge that never forgets.

I've written up the full build, field by field and flow by flow, including the traps (why only Plan fields can be marked required, why three hidden housekeeping columns must never be deleted, and why the closure flow will loop forever if you let it). Read the build guide.

the worksheet, at a glance

The animation shows the log in motion, but sometimes you just want to look at the sheet itself. Here's the full field set from the walkthrough above, completed end to end as a single worksheet, including the fields the animation skims past (what went differently, why the prediction missed, the rationale for the decision). This is what one finished cycle looks like in the list.

Huddle starts with the board · Cycle 1

PDSA cycle worksheet · completed sample

Closed - adapt

Identification and ownership

Test name
Huddle starts with the board
Cycle number
1
Quality aim
Joy in work
Lead
Priya Nair
Cycle team
Jordan Lee, Alex Kim
Responsible for closing
Sam Ortega

Plan

Purpose
Huddle is booked for 10 minutes and takes 18. We want it to start on time and finish inside the slot.
Questions
Does opening with the task board shorten huddle without losing anything people need?
Predictions
Huddle comes in under 12 minutes by Friday, because most of the overrun is announcements that could be a channel post.
Measures
Sam times each huddle this week and notes anything that still had to be said out loud.
Scale of test
One team, one week
Preparatory work
Board has to be up to date the night before. Priya checks Sunday.
Planned start
Mon Sep 7
Planned review date
Mon Sep 14

Do

Date carried out
Sep 7 to Sep 11
What happened
Ran all five days. Board went first, announcements moved to a channel post.
What went differently
Wednesday we nearly skipped the board because two people were late. Ran it anyway with whoever was in the room, which turned out to be the more interesting version of the test.

Study

What the data showed
16, 15, 15, 14, 15 minutes. Average 15, down from 18 but nowhere near 12. The first three minutes were people arriving.
Compared to prediction
Not as predicted
Why the difference
The overrun wasn't mostly announcements. Roughly three minutes of every huddle was waiting for people, and the board can't fix a start that hasn't happened yet.
What we learned
Jordan was right. The board helps, but announcements weren't the main cost, the late start was. Wrong prediction, useful answer.

Act

Decision
Closed - adapt
Decision rationale
The board earned its place, but this design never touched the real constraint. Adapt rather than adopt, because the idea isn't finished, and rather than abandon, because it clearly helped.
Next step
Cycle 2: keep the board, move huddle start to :05 so it begins when people are actually in the room.
Date closed
Mon Sep 14

The blank version has the field prompts written in, so it doubles as a paper or offline starting point for teams that want to draft a cycle before the log exists.