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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 identifying and addressing root causes, ensuring that solutions are both effective and sustainable.

Use this template
or download 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 identifying and addressing root causes, ensuring that solutions are both effective and sustainable.

Use this template
or download pdf

About the RCA root cause analysis template

Using an RCA root cause analysis template offers numerous advantages for improving your problem-solving process. This template provides a structured approach to identifying and analyzing the underlying causes of issues, ensuring a thorough investigation. By organizing information systematically, you can focus on critical areas without missing key details.

The primary purpose of this template is to streamline the analysis process, making it easier to uncover root causes and develop effective solutions. It enhances collaboration among team members by offering a clear framework for discussion and analysis. This ensures that all perspectives lead to more comprehensive and accurate conclusions.

Additionally, using an RCA template saves time and reduces errors, as it guides you through each step of the analysis. By adopting this template, you improve your ability to address issues promptly and effectively, ultimately enhancing operational efficiency and outcomes.

Key elements of an RCA root cause analysis template

An RCA root cause analysis template is designed to enhance your problem-solving process by providing a structured framework. Here are the key elements that make this template effective:

  • Problem statement: Clearly articulates the issue you are addressing. This ensures everyone is aligned and focused on the same goal, providing a clear starting point for analysis.
  • Categorization of causes: Organizes potential causes into categories such as human factors, processes, equipment, and materials. This systematic approach helps you explore all possible factors, ensuring a comprehensive investigation.
  • Detailed analysis: Breaks down each category into specific potential causes, allowing for an in-depth examination of each factor. This thorough exploration ensures there’s no sidelining for any possible cause.
  • Action plan and follow-up: Outlines steps to address identified root causes, assigns responsibilities, and sets timelines. This section ensures accountability and effective resolution of the issue.

Customizing your RCA root cause analysis template

To make the most of your RCA root cause analysis template, customize it to fit your specific needs and organizational structure. Start by modifying the categories of potential causes to reflect the unique aspects of your industry or business processes. This ensures that the analysis is relevant and comprehensive.

You can also adjust the level of detail in each section. For complex issues, expand the template to include more detailed subcategories and questions. This helps capture all necessary information and facilitates a deeper analysis.

Consider integrating your organization’s specific terminology and procedures into the template. This adaptation makes the template more intuitive and easier for your team to use, promoting consistency and efficiency.

Finally, ensure the action plan section is flexible enough to accommodate different types of corrective actions and follow-up procedures. By tailoring the template to your specific context, you enhance its relevance and effectiveness, making it a powerful tool for problem-solving and process improvement.

Related categories

  • Operational excellence templates
  • General 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.

Root cause analysis: A comprehensive guide5 whys method: A practical guide for root cause analysisA3 lean explained: A guide to efficient problem-solving Effective risk assessment: Key steps and best practicesBusiness impact analysis: Expert insights for robust continuity
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Template collections

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

14 free root cause analysis templates for effectivenessFree 5 whys templates for root cause analysis13 free quality audit checklists5 best free audit plan templates8 free Kaizen templates for continuous improvement
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Use cases

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

Apply Lumiform's workflow automation platform to all use casesRisk management software for anticipating and adressing safety risksKaizen softwareInspection softwareConduct inspections with Lumiform's customizable workflow software
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Other resources

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3 elements of sustainability in business5 why analysis templateWhat is process improvement?What is 5S?6 steps to guide employees through organizational change

Frequently asked questions

What is an RCA root cause analysis template?

An RCA root cause analysis template is a structured tool that helps identify and analyze the underlying causes of problems. It organizes information systematically, allowing teams to uncover contributing factors and develop effective solutions to prevent recurrence.

How does an RCA root cause analysis improve problem-solving?

This analysis enhances problem-solving by providing a clear framework for organizing and exploring potential causes. It ensures thorough investigation, encourages collaboration, and helps implement corrective actions efficiently, leading to more accurate and effective resolutions.

Who should use an RCA root cause analysis template?

This template is ideal for managers, team leaders, and quality assurance professionals in industries such as manufacturing, healthcare, and logistics. It benefits anyone involved in process improvement and problem-solving by offering a systematic method to identify and address root causes.

What are common challenges in root cause analysis and how can they be overcome?

Common challenges include incomplete data collection and biased analysis. These can be overcome by ensuring thorough data gathering and encouraging diverse team input. Utilizing the template to guide discussions and verify findings with evidence promotes a balanced and accurate approach to problem-solving.


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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