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5 whys root cause analysis template

5 whys root cause analysis template

Delve into the 5 whys root cause analysis template, a simple yet powerful tool for uncovering the root causes of issues by repeatedly asking “why” until the fundamental problem is revealed. This method encourages deep thinking and promotes effective problem resolution.

Use this template
or download pdf
5 whys root cause analysis template

Delve into the 5 whys root cause analysis template, a simple yet powerful tool for uncovering the root causes of issues by repeatedly asking “why” until the fundamental problem is revealed. This method encourages deep thinking and promotes effective problem resolution.

Use this template
or download pdf

About the 5 whys root cause analysis template

The 5 whys root cause analysis template is designed to efficiently guide you through identifying the root cause of a problem. It starts with a clear problem description, ensuring you have a precise focus. You then proceed to the core of the template: asking “why” up to five times. 

This method helps you drill down into the underlying causes, moving beyond surface-level symptoms. Each “why” question is followed by a space to document your findings, allowing you to build a logical path to the root cause. This structure ensures a thorough exploration of potential issues, helping you uncover insights that might otherwise be overlooked. 

By using the 5 whys root cause analysis template, you can streamline your problem-solving process, enhance your task management, and ensure that solutions are both effective and sustainable. This template serves you by providing a straightforward yet powerful tool for tackling complex challenges.

Key elements of a 5 whys root cause analysis template

A 5 whys root cause analysis template is a powerful tool for uncovering the underlying causes of problems. Understanding its key elements can significantly enhance your documentation process. Here are the essential components of this template:

  • Problem statement: Start with a clear and concise description of the issue. This focus ensures that your analysis remains relevant and directed towards the right problem.
  • Why questions: The core of this template involves asking “why” up to five times. Each question digs deeper into the cause of the problem, helping you move beyond surface-level symptoms to uncover the root cause.
  • Answer documentation: Provide space to document the answers to each “why” question. This ensures that your reasoning is clearly recorded and can be reviewed or shared with others.
  • Root cause identification: Conclude with a section to summarize the root cause identified through your questioning. This helps you consolidate your findings and prepare for developing solutions.
  • Action plan: Include a section to outline potential corrective actions based on the root cause. This ensures you have a clear path forward to address the underlying issue effectively.

Best practices for using a 5 whys root cause analysis template

To maximize the effectiveness of a 5 whys root cause analysis template, start by clearly defining the problem. This ensures your analysis is focused and relevant. Engage your team in the process, as diverse perspectives can lead to more comprehensive insights. 

Avoid jumping to conclusions; instead, allow the questioning process to guide you to the root cause. Document each “why” and its answer thoroughly. This not only helps in tracking your thought process but also makes it easier to communicate findings to others.

 Be open to revisiting and refining your analysis if new information arises. This flexibility ensures that your conclusions are robust and accurate. Finally, develop a clear action plan based on the root cause identified. 

Take control of root cause analysis with Lumiform

Tired of surface-level fixes? Lumiform’s 5 Whys template gives you a structured way to drill down into the real cause of any issue. With a clear step-by-step format, dedicated spaces for each “why,” and an action planning section, you’ll turn observations into real solutions—without wasted time or guesswork. Start now and tackle problems the right way!

Related categories

  • Operational excellence templates
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Preview of the template
5 Whys
Problem Statement
What is the problem?
Why 1?
Why did this happen?
Why 2?
Why did the previous reason happen?
Why 3?
Why did the previous reason happen?
Why 4?
Why did the previous reason happen?
Why 5?
Why did the previous reason happen?
Root Cause
What is the root cause of the problem?
Countermeasures
What can be done to address the root cause?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

5 whys method: A practical guide for root cause analysisRoot cause analysis: A comprehensive guideCorrective actions: A step-by-step guide (with an example plan)
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Template collections

See comprehensive collections of best practice templates related to this topic.

Free 5 whys templates for root cause analysis14 free root cause analysis templates for effectiveness13 free quality audit checklists
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

5 whys softwareRisk management software for anticipating and adressing safety risksIssue management software
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Frequently asked questions

How does a 5 whys root cause analysis help solve problems?

A 5 whys root cause analysis helps solve problems by guiding you to uncover the underlying causes rather than just addressing symptoms. By repeatedly asking “why,” you can dig deeper into the issue, leading to more effective and sustainable solutions.

Why is defining the problem crucial in root cause analysis?

Defining the problem clearly is crucial because it focuses your analysis and ensures you’re addressing the right issue. A well-defined problem statement sets the stage for a targeted investigation, helping to avoid wasted efforts on irrelevant areas.

What common mistakes should be avoided in root cause analysis?

Common mistakes include jumping to conclusions without thorough questioning and failing to document each step. Avoid these by letting the process guide you to the root cause and ensuring all findings are recorded, which aids in communication and review.

Who benefits most from using a root cause analysis template?

Managers, team leaders, and quality assurance professionals benefit most from using a root cause analysis template. It provides a structured approach to problem-solving, ensuring consistent and effective identification of underlying issues across teams.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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