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RCA root cause analysis template

RCA root cause analysis template

Streamline your problem-solving process with our RCA root cause analysis template. This tool provides a clear framework for coming up with solutions are both effective and sustainable.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
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or Download template as PDF
RCA root cause analysis template

Streamline your problem-solving process with our RCA root cause analysis template. This tool provides a clear framework for coming up with solutions are both effective and sustainable.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Move beyond quick fixes to lasting solutions with this systematic RCA root cause analysis template. The form guides you through articulating the problem clearly, gathering and validating relevant data, analyzing potential causes, and implementing corrective actions. If issues occur repeatedly despite corrections, you need a tool that digs deeper.

According to research, thorough root cause analysis provides companies with insights that fundamentally improve operations and minimize the impact of disruptions. This leads to more resilient systems and processes.

Related categories

  • Operational excellence templates
  • General templates
  • Quality assurance templates
  • Templates for business processes
Preview of the template
Problem Statement
What is the problem you are trying to solve?
When did the problem first occur?
Where did the problem occur?
Who discovered the problem?
How often does the problem occur?
Data Collection
What data is available that can help identify the root cause?
Have you collected all the relevant data?
Have you verified the data for accuracy and completeness?
Data Analysis
Have you identified all the possible causes of the problem?
Have you analyzed the data to determine the most likely root cause?
Have you validated the root cause through additional data or testing?
Action Plan
What corrective actions will you take to address the root cause?
Who will be responsible for implementing the corrective actions?
What is the timeline for implementing the corrective actions?
How will you measure the effectiveness of the corrective actions?
Lessons Learned
What did you learn from this RCA process?
How can you apply these learnings to prevent similar problems in the future?

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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.

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Frequently asked questions

What makes an action plan effective after completing the root cause analysis?

An effective action plan clearly assigns responsibility to specific individuals, establishes concrete deadlines, and includes measurable success criteria. Focus on addressing the identified root cause rather than symptoms. Include preventive actions to strengthen systems against similar failures and follow-up mechanisms to verify the effectiveness of your solutions.

How can I validate that my identified root cause is correct?

Test your root cause by gathering additional data that would confirm your hypothesis, running controlled experiments where possible, or implementing a limited solution to see if it prevents recurrence. The validation step prevents wasting resources on addressing incorrect causes and builds confidence in your proposed solutions.

What’s the best way to present my RCA findings to management?

Present your findings in a clear, concise format that starts with the problem statement and its impact, followed by your methodology, root causes identified, and recommended actions. Use visual aids like cause-and-effect diagrams where helpful. Focus on how addressing the root causes will benefit the organization and prevent future occurrences.

How long should the root cause analysis process typically take?

The timeframe depends on the complexity of the problem, but aim to balance thoroughness with timeliness. Simple issues might be resolved in days, while complex problems could take weeks. Avoid rushing the process, as superficial analysis leads to treating symptoms rather than causes. Set clear milestones to keep the investigation on track.


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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