How to use the Plan, do, check, act template

Start a board from it
Use this template opens a new Freero board with the Plan, do, check, act template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Plan, do, check, act”.
Follow the instruction on the board
“Write a prediction in “Plan” so “Check” has something to compare against. Small cycles in weeks beat one big plan.”
Fill in each part
- Plan The problem, the change, and what we predict.
- Do Try it small. What did we actually do?
- Check Results against the prediction.
- Act Adopt, adapt or drop, and the next cycle.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Plan, do, check, act board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Failure modes review
Go step by step through a process and ask how each step could fail, how bad it would be, how likely, and how you’d catch it.
Defect Pareto
Rank defect types by how often they happen, see which few cause most of the scrap, and pick where to start fixing.
Cause and effect map
Put one problem in the middle and look for causes in six directions, so the team explores widely before settling on a fix.
Five whys
Ask "why?" until you reach a cause you can actually fix, writing down the evidence for each answer on the way.
Cycle time review
Look at how long work really took from start to finish, where it waited, and what would make it flow faster.
Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.